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现场直击:STAYREAL PARK来了,五月天粉丝排队9小时扫货
Di Yi Cai Jing· 2025-08-23 13:38
在STAYREAL PARK现场,第一财经记者看到从白天到夜晚,一直有大量粉丝排队进店购物,现场工作人员表示,要进入公园店购物是需要排队的,因为里 面有限定版新品,而另一边的普通常驻门店可以随时进入购物。记者进入普通门店看到,商品有挂饰、T恤、玩偶等,大部分商品价格从100多元到300多元 不等。 STAYREAL PARK吸引大量五月天粉丝排队购物。 粉丝经济如火如荼,这几天除了时代少年团的上海演唱会,STAYREAL PARK在8月23日开园,吸引大量五月天粉丝到场。 STAYREAL PARK是由创意潮流品牌STAYREAL打造的潮趣主题游牧店,已游历过北京、杭州、成都、深圳等十多个城市。本次快闪以"遇见公园飞驰上 海"为主题,落地长宁来福士百年钟楼。据悉,创意潮牌STAYREAL由五月天阿信与艺术家不二良于2007年成立,品牌名称来源于"MAKE SOUND STEREO,MAKE LIFE STAYREAL",寓意做任何事都不要忘了开始时的初衷,鼓励大家坚持梦想。 记者在现场看到,还有不少在打包快递的粉丝也和小丽有类似的情况。粉丝们排队还是比较有秩序的,大家也都比较有耐心。 公开信息显示,此前星巴克 ...
织密知识产权保护网、降低企业维权成本 护航国潮文创全球“上新”(市场万花筒)
Ren Min Ri Bao· 2025-08-12 21:52
近日,在北京顺义北京邮局海关新顺监管场地,现场关员正在对进境邮件进行查验。邮件依次通过嵌在 传输带上的CT机、X光机,邮件内部透视图同步传输到屏幕上。 "一台电脑上的2D机检图像自动和申报信息实时比对,如果信息不符,智能审图系统会提示,另一台电 脑上的3D机检图像则可以进一步对物品进行360度旋转检查。"北京海关所属北京邮局海关邮递物品监 管科副科长李金鹏介绍,海关对包裹首先进行非侵入式查验,如果发现物品可疑,关员再开箱查验。 正是通过这样的查验,今年6月,首都机场海关在旅检渠道查获侵权货物近2万件,大兴机场海关查获仿 冒玩偶及包装材料2500余件。 近年来,中国潮玩深受全球消费者喜爱。今年前4个月,我国出口的玩偶、动物玩具达133.1亿元,增幅 为9.6%。但知识产权保护问题也随之而来。"随着公司旗下IP全球影响力的不断提升,侵权产品有明显 向海外转移的趋势,这严重扰乱了当地市场秩序,对公司正版产品销售造成不利影响,也不利于中国潮 玩、中国制造的全球声誉。"泡泡玛特相关负责人介绍,今年前5个月,泡泡玛特出口16.9亿元,同比增 长405.7%。 8月8日至8月11日,第十五届中国国际动漫博览会在广东东莞石排 ...
东兴证券晨报-20250808
Dongxing Securities· 2025-08-08 10:34
Economic News - The Supreme People's Court issued guidelines to support the development of the private economy, aiming to address challenges faced by this sector and provide stronger legal guarantees for its healthy growth [1] - China's steel industry is entering a "new quality track," with 95.1% of steel companies incorporating digital transformation strategies, leading to improvements in production efficiency, energy utilization, and product quality [1] - In the first seven months of this year, China's total import and export value reached 25.7 trillion yuan, a year-on-year increase of 3.5%, with July's value hitting a new high for the year at 3.91 trillion yuan, up 6.7% year-on-year [1] - The China Interbank Market Dealers Association announced measures to strengthen self-regulation in bond underwriting and pricing, emphasizing the need for reasonable cost calculations [1] Company Insights - OpenAI launched its most advanced AI model, GPT-5, which allows users to create software applications using simple English prompts [4] - TSMC reported sales of 323.17 billion TWD in July, a year-on-year increase of 25.8% [4] - SMIC's Q2 2025 financial report showed a revenue of 4.46 billion USD for the first half of the year, a 22.0% increase year-on-year, with a gross margin of 21.4%, up 7.6 percentage points from the previous year [4] - Chuanhua Zhili signed a strategic cooperation framework agreement with CATL to promote green transformation in the logistics industry [4] - The National Railway Group established a new company for the Xinjiang-Tibet Railway with a registered capital of 95 billion yuan [4] Industry Analysis - Adidas reported a revenue of 5.952 billion euros for Q2 2025, a year-on-year increase of 2.2%, with a significant 58% increase in operating profit [5] - The textile and apparel industry saw a decline of 2.14% in the past week, while the light industry manufacturing sector decreased by 1.59% [7] - New Yangfeng's H1 2025 revenue reached 9.398 billion yuan, an 11.63% year-on-year increase, with a net profit of 951 million yuan, up 28.98% [8] - The company has focused on expanding its new fertilizer market, with new fertilizer sales growing from 548,500 tons in 2018 to 1.38 million tons in 2024, representing a compound annual growth rate of 16.63% [9] - The company is enhancing its integrated industrial chain layout, with significant capital expenditures aimed at expanding its product range and strengthening its market position [10]
周观点:东兴轻纺:阿迪达斯发布业绩,关注关税政策变化-20250808
Dongxing Securities· 2025-08-08 03:28
Investment Rating - The industry investment rating is "Positive" [2][54] Core Viewpoints - Adidas reported its Q2 and H1 2025 financial results, with brand revenue of €5.952 billion, a year-on-year increase of 2.2%, and a 12% increase when adjusted for currency (excluding Yeezy) [3][11] - Operating profit reached €546 million, up 58% year-on-year, while net profit attributable to shareholders was €369 million, reflecting a 94.6% increase [3][11] - In the Greater China region, revenue reached €798 million, a year-on-year growth of 11%, marking nine consecutive quarters of growth [3][11] - The ending inventory was €5.26 billion, a 16% increase year-on-year, indicating a healthy inventory level in line with revenue growth [3][11] - It is anticipated that product costs in the U.S. will increase by €200 million in the second half of the year due to tariff impacts, but prices in other markets will remain unaffected [3][11] Market Performance - The textile and apparel industry declined by 2.14%, while light industry manufacturing fell by 1.59% during the week [5][13] - The Shanghai Composite Index decreased by 0.94%, and the Shenzhen Component Index fell by 1.58% [5][13] - The top five performing companies in the textile and apparel sector included Anzheng Fashion (+29.43%) and Jinchun Co. (+18.56%) [15][22] Industry Overview - The textile and apparel industry consists of 263 listed companies, with a total market value of ¥1,651.138 billion and a circulating market value of ¥1,468.415 billion [6] - The average price-to-earnings ratio for the industry is 50.64 [6]
“上市公司新质生产力调研行”第三站走进小商品城
Group 1 - The core viewpoint of the articles highlights the transformation of the small commodity city in Yiwu, Zhejiang, from a traditional commercial property management service provider to an international trade comprehensive service provider, aiming to create an ecological moat in the trade chain [1] - The small commodity city has seen significant growth in foot traffic and foreign visitors, with an average daily foot traffic of approximately 200,100, representing a 4.3% increase, and an average of 3,448 foreign visitors daily, marking a 4.9% increase from January to June this year [1] - The manager of the small commodity city, Bao Hua, discussed the company's strategic transformation, emphasizing a development strategy that focuses on market leadership, digital integration, and platform support [1] Group 2 - The manager of the Southern CSI A500 ETF, Zhu Henghong, identified five common characteristics of successful digital transformation in retail enterprises, including full-chain data integration and AI-driven operational optimization [2] - The retail industry is undergoing a dual-driven transformation characterized by efficiency revolution and consumer segmentation, with a notable trend towards online-offline integration and the rise of discount and value-oriented consumption [2] - Future activities will continue to be organized by Southern Fund and Shanghai Securities Journal to enhance investors' understanding of quality companies' competitive advantages and development potential [2]
卖手链、发绳……轻轻创业的年轻人把生意做“小”
Core Insights - The article discusses the rise of young entrepreneurs in China who are leveraging small-scale, personalized business models to meet niche consumer demands, often starting from their own needs and experiences [1][4][7] Group 1: Entrepreneurial Trends - Young entrepreneurs are creating brands by identifying personal needs and turning them into products, such as customized phone cases and unique fashion items [1][4] - The trend of lightweight entrepreneurship is emerging, where small orders and low investment are becoming the norm, allowing for flexibility and creativity [1][14] - The shift towards personalized and niche products is being recognized by factory owners, who are adapting their operations to accommodate smaller, customized orders [1][15] Group 2: Supply Chain Dynamics - The article highlights the importance of a flexible supply chain in enabling young entrepreneurs to operate with minimal inventory and lower costs, allowing for quick responses to market demands [14][15] - Factories are increasingly equipped with advanced printing technologies that support small batch production, which is crucial for the success of these new business models [14][15] - The evolution of supply chains in China is facilitating the growth of small brands, as they can now access resources and production capabilities that were previously reserved for larger companies [15][24] Group 3: Consumer Behavior - There is a growing consumer trend towards products that provide emotional value, with young people willing to spend on items that enhance their happiness and self-expression [25][26] - The demand for unique and personalized products is driving the success of small businesses, as consumers seek items that resonate with their identities and experiences [25][27] - The emotional connection consumers have with products is becoming a key factor in purchasing decisions, reflecting a shift in consumer priorities towards emotional fulfillment [25][27] Group 4: Challenges and Opportunities - While the lightweight entrepreneurship model presents opportunities, it also comes with challenges such as intense competition and the need for high-quality standards [24][29] - Young entrepreneurs are navigating a landscape that requires them to balance creativity with business acumen, often relying on innovative marketing strategies to stand out [29][30] - The article emphasizes the importance of long-term commitment and strategic thinking in entrepreneurship, as young business owners aim to build sustainable brands rather than seeking quick profits [29][30]
上半年我国外贸顶压前行 出口额增长7.2%
Zheng Quan Shi Bao· 2025-07-14 18:38
Group 1: Trade Performance - In the first half of the year, China's total goods trade import and export volume reached 21.79 trillion yuan, a year-on-year increase of 2.9% [1] - Exports amounted to 13 trillion yuan, growing by 7.2%, while imports were 8.79 trillion yuan, decreasing by 2.7% [1] - In June alone, the import and export scale grew by 5.2% year-on-year to 3.85 trillion yuan, marking the second-highest monthly trade volume in history [1] Group 2: High-tech Product Exports - High-tech product exports increased by 9.2% in the first half of the year, maintaining growth for nine consecutive months [1] - Key high-tech exports included high-end machine tools, ships, and marine engineering equipment, all exceeding 20% growth, while instrument exports rose by 14.7% [1] - The proportion of self-owned brands in high-tech products reached 32.4%, up by 1.2 percentage points from the same period last year [1] Group 3: Market Adaptation and Innovation - More enterprises are adapting to international market demands by offering differentiated and customized products, such as solar-powered phones for areas with power shortages [2] - The popularity of Chinese products is also enhanced by "soft power," exemplified by the global success of "Labubu," which has increased the appeal of Chinese toys in international markets [2] - In the first four months, exports of dolls and animal toys exceeded 10 billion yuan, reaching 13.31 billion yuan, with a growth rate of 9.6% [2] Group 4: Trade Relations and Challenges - China's trade with the U.S. saw a total value of 2.08 trillion yuan in the first half, a year-on-year decrease of 9.3%, with exports down by 9.9% and imports down by 7.7% [3] - The decline in trade with the U.S. was influenced by "reciprocal tariffs," with a significant drop of 20.8% in the second quarter [3] - Recent trade talks in Geneva and London have shown positive progress, with June's trade value rebounding from May's figures, indicating a narrowing of the year-on-year decline [3]
机器人助阵 银泰百货公益夏令营守护孩子快乐暑假
Huan Qiu Wang· 2025-07-14 13:19
Group 1 - The core initiative of "Yintian Academy" is to provide free summer camp services to address the childcare challenges faced by retail employees, particularly those who are migrant workers [1][3] - This year's camp has attracted 1,300 children from 30 cities, including nearly 300 from underprivileged families, showcasing the program's expansion and social outreach [1][3] - Over the past ten years, "Yintian Academy" has provided free summer care for more than 6,600 children, aligning with national policies on inclusive childcare services [3] Group 2 - The program integrates various community resources, offering diverse courses that include academic support, science exploration, and special themes like AI and military defense [3][5] - The opening ceremony featured engaging activities with a robot mascot, enhancing the children's experience and promoting a joyful atmosphere [3] - Corporate partners, such as Talanis and Miniso, contributed donations to support the children, reflecting a commitment to social responsibility and community support [5]
增长2.9%!一文读懂2025年中国外贸半年报
Core Points - In the first half of 2025, China's total goods trade import and export reached 21.79 trillion yuan, a year-on-year increase of 2.9% [1] - Exports amounted to 13 trillion yuan, growing by 7.2%, while imports were 8.79 trillion yuan, decreasing by 2.7% [1] Group 1: Trade Growth and Trends - The scale of foreign trade has shown stable growth, with the import and export volume maintaining above 20 trillion yuan, marking a historical high for the same period [1] - In the second quarter, the year-on-year growth of imports and exports accelerated to 4.5%, an increase of 3.2 percentage points compared to the first quarter [1] - The number of foreign trade enterprises with import and export performance reached 628,000, surpassing 600,000 for the first time in history, an increase of 43,000 year-on-year [2] Group 2: Export Dynamics - The export of electromechanical products reached 7.8 trillion yuan, growing by 9.5%, accounting for 60% of total exports [2] - High-end equipment related to new productive forces saw growth exceeding 20%, while "new three types" products representing green and low-carbon growth increased by 12.7% [2] - The export of high-tech products grew by 9.2%, maintaining growth for nine consecutive months, with significant increases in high-end machine tools and marine engineering equipment [12] Group 3: Import Trends - Domestic demand expansion has stabilized imports, with significant growth in imports of petrochemical and textile machinery, as well as key electronic components [2] - The import volume of crude oil and metal ores increased, reflecting a recovery in demand [2] Group 4: Trade Relations - Trade with the United States saw a decline, with total trade value at 2.08 trillion yuan, down 9.3% year-on-year, influenced by "reciprocal tariffs" [3] - Despite challenges, trade with over 190 countries and regions increased, with significant growth in trade with Africa and Central Asia [4] Group 5: Regional Contributions - The five major provinces (Guangdong, Jiangsu, Zhejiang, Shanghai, Shandong) accounted for 64.1% of the national import and export total, growing by 4.8% year-on-year [13] - These provinces contributed nearly 60% of the national export increase [13] Group 6: Container Handling and Logistics - The container handling volume for water transport reached 67.41 million TEUs, an increase of 11.3% [9] - Innovations in regulatory models for import and export goods have been implemented to enhance efficiency [9] Group 7: Future Initiatives - China plans to implement zero tariffs for 53 African countries, aiming to leverage its large market for mutual development [10]
海关总署:今年前4个月我国出口的玩偶、动物玩具已突破百亿大关
news flash· 2025-07-14 03:00
Core Viewpoint - China's toy exports, particularly figurines and animal toys, have gained significant popularity in the global market, with exports surpassing 13.3 billion yuan in the first four months of the year, reflecting a growth rate of 9.6% [1] Group 1: Export Performance - In the first four months of the year, China's exports of dolls and animal toys reached 13.3 billion yuan, marking a 9.6% increase compared to the previous period [1] Group 2: Intellectual Property Protection - The recent popularity of the "Labubu" toy has highlighted the role of customs in intellectual property protection, which involves the proactive inspection and detention of suspected infringing goods at borders [1] - In the first half of the year, customs authorities seized 11,000 batches and 38.675 million items suspected of infringement, including counterfeit "Labubu" toys [1] - The authenticity of "Labubu" can be determined by examining the number of teeth, with the genuine version having nine sharp teeth, while counterfeits often have discrepancies due to mold errors [1]